Financial Services Representative
FinancialServicesRepresentative
“Financial Services Representative at Financial Services Representative. Skills: Customer service, Financial services, FINRA licensing. Support customers taking inbound calls. Answer questions about account balances”
What You'll Achieve.
Become a FINRA Registered Representative; Obtain SIE, Series 7 Top Off and Series 66 licenses; Develop proficiency serving customers; Further develop your career in planning; Progress through this career development experience on your way to your first promotion; Chart a course to help you grow in a personalized career path; Prepare to be in the Investor Center each day
Industry & Context.
Fidelity is not providing immigration sponsorship for this position.
What They're Looking For.
Must Have
High energy and enthusiasm, Flexibility and self-motivation, Experience in customer service (phone or in-person), Ability to thrive face to face with clients in a fast-paced environment
Nice to Have
You don’t need a finance background or college degree to succeed in this role.
What You'll Do.
Support customers taking inbound calls
Answer questions about account balances
Support customers with increasing complexity
How You'll Work.
Team & Collaboration
Networking with colleagues
Communication Scope
Superb interpersonal skills
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